Free tool Books Builder
Build your tax categorization map before you touch a statement. Feed it last year's categorized books (or one fresh statement) and it drafts your chart of accounts and vendor rules, then an AI accountant reviews each account — business vs personal, deductible vs transfer — and flags the judgment calls that move your taxes, biggest dollars first. Export a mapping the Statement Reconciler reconciles a whole year against. Runs in your browser.
Free tool Virtual Welcome Desk
Build a personalized pre-meeting “welcome desk” for a prospect — one shareable link that greets them by name with your letter, voice intro, business card, client reviews, and key documents laid out on a virtual desk. Runs in your browser; the whole box lives in the link, nothing stored.
Free tool Statement Reconciler
Turn a year of credit-card and bank statements into tax-ready books: sort every charge into your own chart of accounts (GL or Schedule C), split business from personal, get a profit & loss by business line, and export an audit trail. Runs in your browser — statements never uploaded.
Free tool The Busywork Review
Describe the repetitive tasks eating your week; get a scored teardown of what to automate first with AI, why, and the one step to take this week. Runs in your browser, nothing stored.
Free tool Messy Customer Email → Scheduled Job + Draft Quote
Paste a customer email; get a clean scheduled job and a draft quote in seconds. Runs in your browser, nothing stored.